Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett D Hofer is a financial advisor with Janney Montgomery Scott LLC, a firm with offices in Philadelphia, PA, and Westbrook, CT. Garrett has been in the financial services industry since 2001 and has a diverse background in the field. Garrett holds a Series 7, 31, and 66 license as well as the SIE designation. Garrett is also a Certified Financial Planner™. Garrett has experience working with a range of clients, including individuals, businesses, trusts, and institutions, helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
09/17/2020 - Present
Janney Montgomery Scott LLC (Westbrook CT)
CT
09/11/2013 - 10/16/2020
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
CT
06/01/2009 - 09/16/2013
MORGAN STANLEY (NEW LONDON CT)
CT
07/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON CT)
CT
01/09/2001 - 07/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW LONDON CT)
BOTH
Issued 02/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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